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4.64. How do I enter a customer who is tax exempt?

I have customers who are tax exempt. When entering a customer,
how do I enter them as being tax exempt?

At this time EstiMate does not support indication of a customers tax exempt status in
any kind of global fashion. This is a function that will be incorporated into a future
release of EstiMate.

In the current version of EstiMate to indicate a customer entry as tax
exempt you have essentially two options:

1. You can put the exempt status in the customer notes (by clicking on the
customer notes tab to the right of the customer info tab).
2. If the tax exempt status of the customer needs to show up on
the printed estimate or invoice, you will want to place this status along with the
company name, for example 'Acme Products - (Tax Exempt)'.

Remember, when preparing an estimate for a tax exempt customer it is
necessary to uncheck the tax box on each line item on the estimate.